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Premier Planning Team

Comprehensive Financial Planning

Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.

Suzannah L. Richards, CLU®, ChFC® is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Connecticut, Florida, North Carolina, New York, Ohio, Pennsylvania, Wisconsin. No insurance business may be conducted outside these states referenced.

Suzannah L. Richards, CLU®, ChFC® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Florida, New York, and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.

Suzannah L. Richards, CLU®, ChFC® is a Finacial Advisor for Eagle Strategies LLC, a Registered Investment Adviser. In this regard, this communication is strictly intended for individuals residing in the states of Colorado, Illinois, New York, Ohio, South Carolina. No offers may be made or accepted from any resident outside the specific states referenced.

Suzannah L. Richards is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

Ocean Wealth is not owned or operated by NYLIFE Securities, Eagle Strategies LLC or their affiliates.